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2022 second quarter review

2022 Second Quarter Review: She loves me, she loves me not… Recession debate ad nauseum

Download the PDF copy here Executive Summary Macro-Economic Perspective Key Segments of the Economy Consumer spending (70% of GDP): In Q1 and Q2, real personal consumption expenditures (annualized) rose 4.5% and 1.8%, respectively over year ago level and 1.24% and 0.7%, respectively over the previous quarter. Strength is still present, but the trend is down. …

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2022 third quarter review

2022 Third Quarter Review: The Economy and Financial Well-Being vs. the Federal reserve

Download the PDF copy here Executive Summary Macro-Economic Perspective Key Segment of the Economy Consumer spending (70% of GDP): In Q1, Q2 and Q3, real personal consumption expenditures (annualized) rose 4.5% and 1.8%, respectively over the year ago level and 1.24%, 0.7% and 0.6%, respectively over the previous quarter. The Institute of Supply Management (ISM) …

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2022 Year-End Tax Planning

Year-end planning can help reduce tax burden while also improving your financial picture, now and into the future.  What are the key 2022 year-end tax planning strategies to consider?  Important 2022 Year-End Tax Planning Strategies  It is the 2022 homestretch and numerous important tax planning deadlines are fast approaching.  The fourth quarter of the calendar …

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retirement tax strategies for high income earners

Retirement Tax Strategies for High Income Earners

For high earners, minimizing income taxes now and into retirement can be a challenge.  Tax strategies exist that can help ease these tax burdens while offering greater retirement tax efficiency. Read more to learn the best retirement tax strategies for high income earners! Work Smart: 5 Tax Strategies High Income Earners Should Be Leveraging. Beginning …

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market volatility

Market Volatility for Retirees – 5 Ways to Prepare

With the average retirement lasting close to 20 years and the desired retirement even longer, retirees must plan for market volatility or face potentially significant consequences.  5 Methods to Limit Market Volatility Risks for Retirees In general, we are retiring earlier and living longer.  While the average retirement lasts nearly 20 years, recent surveys show …

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quarterly review

2022 First Quarter Review: Extraordinary Influences/Inflation Concerns

Download the PDF copy here Executive Summary 2020 and 2021 were defined by extraordinary influences over the economy, namely, covid, efforts to contain it, and stupendous levels of fiscal and monetary action applied to survive the containment policies. This led to large consumer demand for goods while production of goods was significantly curtailed. There was …

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roth-401(k)

Roth 401(k) for High Earners

With Roth-401(k)s increasingly offered alongside the traditional 401(k), high-income earners need a framework for deciding whether to take advantage and if so, how?   Understanding the Roth-401(k) and the Implications for High-Earners as They Save for Retirement  As financial advisors, we generally work with clients to manage down their current tax burden.  This is particularly true …

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